Tax Associate – Tax Planning and Research

Job Description

Accounting Methods and Periods Tax Associate – Fall 2027 | RSM US LLP

The Tone:
This is an Accounting Methods and Periods Tax Associate role, set to begin in Fall 2027, at RSM US LLP, a leading global provider of professional services to the middle market. RSM’s core purpose is to instill confidence amidst a changing world, empowering both clients and its people to realize their full potential. This associate position is crucial for contributing to a team that manages a wide array of tax specialty areas, providing essential support and specialized expertise. The company fosters an environment designed to inspire and empower individuals to thrive, both personally and professionally, recognizing the unique value of each team member.

The TL;DR
• Role: Early Career
• Location: Hybrid
• Pay: $74800–$89250 yearly
• Mission: To instill confidence for middle market clients by contributing to a tax specialty team that provides expertise across diverse tax areas, handling planning, research, and return preparation.
• Tech Stack: Microsoft Excel

What You’ll Actually Do
• Participate in Tax Specialty Teams: Work collaboratively within a team dedicated to various tax specialty areas, such as accounting for income taxes, accounting methods and periods, corporate taxation, and federal credits and incentives.
• Support Diverse Client Segments: Engage with projects encompassing individual taxation, mergers and acquisitions, pass-through entity taxation, private client services, and not-for-profit organizations.
• Execute Tax Planning and Research: Systematically complete tax planning initiatives and conduct thorough research to support client needs and compliance.
• Manage Tax Return Filings: Prepare accurate federal and state & local tax returns for various entities.
• Develop Regulatory Expertise: Cultivate a strong understanding of current tax regulations and relevant accounting pronouncements.

The Must-Haves
• Background: This is an entry-level associate position requiring a minimum of a B.A. or B.S. degree, or an equivalent qualification, from an accredited university, specifically with an Accounting major to ensure foundational knowledge.
• Experience: Candidates must have the ability to travel to assigned client locations as required, necessitating access to and the capability to arrange for reliable modes of transportation. Essential computer skills include proven proficiency in Microsoft Excel.
• Skills: Demonstrated excellence in both written and verbal communication is critical for client and team interactions. Additionally, strong computer skills are necessary, complemented by the ability to collaborate and work effectively as an integral part of a team.
• Bonus: A minimum GPA of 3.0 is preferred. Candidates who are actively working toward the successful completion of the CPA exam are encouraged to apply, as tax associates are provided opportunities to obtain the audit hours required for full certification.